Customization in WEDATA ERP
Shaped to the way you work
Add fields the forms do not have, design your printed invoices, arrange the menus the way your team works, translate the system's terms into your market's language, and decide who sees what and who approves what. All from settings, with no coding.
More than 8 years of experience in business solutions
The tools
Customise forms and printing,
interface and permissions
Custom fields
Add to any form what it is missing: a vehicle number, a project code, a claim reference. In the document header, on its lines or in the footer, as text, dropdown, radio, checkbox, date or amount, added from the form itself.
Report editor and printing
Design the look of your invoice, quotation and purchase order: the header with your logo, the line table with its lines and colours, the footer with page numbers and disclaimers, paper size and orientation, and a dedicated template for the register receipt. Print profiles send every document to its printer.
Interface and language
Arrange the sidebar the way your team works and add links to other systems, choose the logo, colours and fonts for screen and print, and translate any term in the system into what your market uses. Every user can change their own language and colours.
Permissions and approvals
Define a role per job function with its modules and everyone in that job inherits it, set an approval chain per transaction type with up to five levels, and schedule recurring invoices and emailed reports to run automatically on time.
Why WEDATA
Customisation
that survives every update
Reference numbers
A custom numbering format per transaction type to suit your country and business.
Payment terms
Terms that set the due date automatically per customer or customer group.
Sales types and areas
Different prices and taxes by sales type, and groups and areas to classify customers.
Email templates
Messages in your template sent from the system with a log of everything sent.
Branches and departments
Two reporting dimensions on every transaction: the branch, then the department.
Import your data
Your items, customers and balances from Excel files with ready-made templates.
Integrations
Customisation on the system itself
not a separate copy
Everything you customise runs inside the standard version: fields appear on transactions and their reports, print templates apply to the actual documents, and translations are compiled into the running system. Keep a note of what you changed to tell it apart after updates.
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Fields and reports
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Roles and approvals
FAQ
Frequently asked questions
about customisation
What users ask most about customising the system before getting started.
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Do I need a developer to add a field?
No. Enable showing custom fields in system preferences, then add the field from the form itself with its type and position.
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Can I change the look of the printed invoice?
Yes. In the report editor you set the header, lines, footer, font and margins, and save a default template for every document type.
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Can I translate the system's terms into my market's language?
Yes. In the language editor you edit any phrase and compile it so it appears in the system straight away.
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How do I stop an employee voiding transactions?
Create a role with only the modules they need, and withhold void, edit and setup permissions from anyone who does not need them.
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Are monthly invoices issued on their own?
Yes. Set the transaction, the interval and the start date, and the system generates every invoice on time as a normal invoice that can be edited or voided.
Shape the system your way
Start your free trial with WEDATA ERP and customise your forms, printing and permissions from day one.